Filed August 23, 2023 (most recent of 5 filings on file)
Total covered: 2 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,844 | $167,484-23.7% | $151,611-15.7% | $134,475-4.9% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.5%+4.8pp | 81.2%+11.1pp |
| Annual return | -13.05% | 7.80%-20.8pp | 3.33%-16.4pp | 417.96%-431.0pp |
| Employer contribution / active EE | $2,043 | $6,829-70.1% | $6,166-66.9% | $4,740-56.9% |
| Participant deferral / active EE | $4,355 | $8,986-51.5% | $8,363-47.9% | $6,400-31.9% |
| Admin fee / account holder | $13,412 | $13,783-2.7% | $11,616+15.5% | $11,426+17.4% |